Financial Services

INSPIRED TO PLAN FOR LIFE’S JOURNEY

Investment Policy Statements

Do you have a blueprint for your investments? We can help you avoid conflicting investments in your portfolio that could create asset allocation or tax inefficiencies.

Leadership from a team of trusted advisors can help you relax and enjoy the journey.

Leadership from a team of trusted advisors can help you relax and enjoy the journey.

Opportunities and challenges, successes and failures—life changes quickly. And thinking about finances can be overwhelming. But guidance from a trustworthy advisor can offer you peace of mind. From growing your family to planning for retirement, financial advisors can help you confidently approach each season of life.

 

Eide Bailly's professionals are committed to helping you define what matters most today, while anticipating your needs for tomorrow. Our financial planning and investment services can be tailored to your needs so you reach your goals. We're your first call when you need help, and we'll be by your side to ensure your dreams become reality.

Latest Insights

April 4, 2019
Article
In this month’s recap: the Federal Reserve sees no rate hikes in 2019, investors watch Treasury yields with interest, hiring suddenly weakens, home sales pick up, and the price of oil tops $60.
January 11, 2019
Article
When it comes to selling a business, many people have trouble letting go. A good wealth planner can help answer all the “what ifs” and provide the comfort needed to make big decisions.
June 7, 2018
Article
For many investors, mutual funds and exchange traded funds (ETFs) are the go-to vehicles for those seeking broad diversification and access to a wide array of asset classes. Indeed, as of year-end 2016, U.S. funds held a combined $18.9 trillion in…
February 28, 2018
Article
Given the trend toward an aging population and longer life expectancies, it’s likely that an increasingly larger number of us will need some sort of help or assistance in the future due to health concerns such as chronic illness, disability or…
February 8, 2018
Video
Our experienced wealth planning professionals can help you organize your affairs with an estate plan that protects your family even after you’re gone. We’ll work with you to develop smart distribution and funding strategies that maximize the…
January 16, 2018
Article
Although the thought of death is unpleasant, it is critical to the well-being of both our families and ourselves that we take the time to create an estate plan. The peace of mind a well-thought-out plan can bring not only helps those carry on…
September 1, 2017
Video
Learn how our planning process can help you achieve your important financial goals.
August 7, 2017
Article
How can you convey its importance and its meaning?
July 11, 2017
Article
Broadly speaking, how much financial literacy do young people have today?

Contact

Brad M. Kelley
Brad M. Kelley
Principal
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Check the background of this firm on FINRA's BrokerCheck.
Financial Advisor offers Investment Advisory Services through Eide Bailly Advisors LLC, a Registered Investment Advisor. Securities offered through United Planners Financial Services, Member of FINRA and SIPC. Eide Bailly Financial Services, LLC is the holding company for Eide Bailly Advisors, LLC. Eide Bailly Financial Services and its subsidiaries are not affiliated with United Planners. 
Securities Licensed in: AK, AR, AZ, CA, CO, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NM,  NV, NY, OH, OK, OR, SD, TN, TX, UT, VA, WA, WI, WV, WY
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